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Make All Email/Phone/Address Fields Available in NXT: Region, Info Source, No Valid Address, Audit info
We live in a major metro area and large state (CA) so it's important to know whether someone is in a particular part of the metro area for event or meeting invitations. Info source/basic audit information: We should be able to see who added what, ...2
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Add ability to mass/auto merge constituents in Duplicate Management
In the NXT webview Duplicate Management, please allow the merging of more than one record at a time. The tool is very helpful but it takes a long time to merge each set of records. The goal would be to select multiple (or a set of) duplicate pairs...1 Planned
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Include Giving Preferences as a column option in lists in NXT
Our gift officers pass along stories or articles or updates to everyone in their portfolio that has a giving preference related to the particular topic covered. It would be very helpful to them if they could see and sort/filter their portfolio lis...1
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Deceased should have a timestamp of when added or changed
This way we can run reports and set up automation based on when a record is marked as deceased. Many times a record may be marked as deceased years after. We would like to be able to send out a list on a weeky or monthly basis of all records marke...0
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Colors on the Constituent initials
It would be very useful for us to prioritize portfolios (top 10, next 25, etc) by customizing the colors on constituent initials. This way when a donor appears in tags, a fundraiser could easily identify where they fall in their respective portfol...3 Will not implement
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Additional system fields in Raiser's Edge NXT
Would it be possible to add more system fields in RE NXT (Control Panel > System fields)? Currently there are 10 options which is great, however, it would be fantastic if there are more fields available (such as Solicit code field) and have the...2
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New version too bright/can't see gridlines/bad for vision
The new super-bright screens are literally painful to look at for more than a few minutes. The gridlines in batch and query are now so faint you can't see them. A color-blind colleague has even worse problems. Please revert this change or at least...0
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Fix the contradiction where "Do Not Mail" in NXT becomes "Has no valid address" in RE7
Currently, if you edit an address in NXT, there is an option which shows as "Mark as do not mail" or "Do not mail" depending on which part of the editor you're using. If you mark the address record Do not mail, that shows up in RE7 as "Has no vali...5
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Include option "not one of" or "is blank" filter in display, lists, etc
Can someone add an option to display only blank fields such as "is blank" or "not one of" in filtering options? I would like to pull output where there are blank fields instead of having to pull an entire list, then export to excel, then have to f...3
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Automatic email to a solicitor, notifying them when a gift is received from a prospect in their portfolio.
We would be very interested in a way for Raiser's Edge NXT to automatically email a solicitor, notifying them that a gift was made by someone in their portfolio. Right now, we rely on a query that is exported to Excel and we then send solicitors a...0